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Columbia Dividend Income Inst2 CDDRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CDDRX

Will CDDRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Dividend Income Formally Adds a Third Portfolio Manager

null Todd Trubey

Todd Trubey

Analyst Note

On Feb. 1, Columbia Dividend Income formally named Andrew Wright as the third portfolio manager on the fund. Wright joined Columbia from Portolan Capital a year ago and began working with this strategy immediately. Michael Barclay remains lead manager, and senior portfolio manager Tara Gately remains in place. Wright's addition bolsters the team’s resources and aids in long-term succession planning, though Barclay and Gately are likely to be here well into the future, since Barclay just took over as lead after Scott Davis' retirement in June 2023. The strategy’s pillar ratings and Morningstar Medalist Rating are unaffected.

by Todd Trubey
Published on

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